SWA

Sutton Wealth Advisors Portfolio holdings

AUM $203M
1-Year Est. Return 20.54%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.54%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$274M
AUM Growth
+$19.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,315
New
Increased
Reduced
Closed

Top Buys

1 +$1.25M
2 +$348K
3 +$296K
4
PSMR icon
Pacer Swan SOS Moderate April ETF
PSMR
+$284K
5
VO icon
Vanguard Mid-Cap ETF
VO
+$265K

Top Sells

1 +$125K
2 +$106K
3 +$92.5K
4
IWB icon
iShares Russell 1000 ETF
IWB
+$85.7K
5
IRDM icon
Iridium Communications
IRDM
+$54.6K

Sector Composition

1 Technology 15.64%
2 Financials 11.38%
3 Healthcare 10.43%
4 Consumer Discretionary 7.01%
5 Industrials 6.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
851
$12.2K ﹤0.01%
+361
852
$12.1K ﹤0.01%
170
853
$12.1K ﹤0.01%
149
854
$12.1K ﹤0.01%
190
855
$12K ﹤0.01%
198
-391
856
$12K ﹤0.01%
58
857
$11.9K ﹤0.01%
554
858
$11.9K ﹤0.01%
319
859
$11.9K ﹤0.01%
361
860
$11.8K ﹤0.01%
88
861
$11.7K ﹤0.01%
316
862
$11.7K ﹤0.01%
411
+86
863
$11.7K ﹤0.01%
67
864
$11.7K ﹤0.01%
311
865
$11.6K ﹤0.01%
416
866
$11.6K ﹤0.01%
51
867
$11.6K ﹤0.01%
194
868
$11.6K ﹤0.01%
347
869
$11.5K ﹤0.01%
218
870
$11.5K ﹤0.01%
362
871
$11.5K ﹤0.01%
779
872
$11.5K ﹤0.01%
73
-10
873
$11.5K ﹤0.01%
+315
874
$11.4K ﹤0.01%
256
875
$11.4K ﹤0.01%
100